Anic Equity¶
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Total return since start: 0.625 %¶
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Equity now: -----------------------------> 49646.53 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43616.76 Kr¶
PnL: ---------------------------------------> -1258.82 Kr¶
DD now: ---------------------------------> -6.54 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 13:03:59.815408'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.790000 | 1526.000000 | 103.000000 | 7.240000 | 1423.000014 |
| Profoto Holding | 7 | 2.390000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -3.320000 | 204.000000 | 5.000000 | 2.510000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.150000 | 914.400000 | 2.400000 | 0.260000 | 912.000000 |
| Atrium Ljungberg B | 5 | 0.390000 | 897.500000 | -6.500000 | -0.720000 | 904.000000 |
| JM | 7 | 0.150000 | 941.500000 | -8.500000 | -0.890000 | 950.000002 |
| Biotage | 1 | -2.460000 | 138.500000 | -10.500000 | -7.050000 | 149.000000 |
| Vitrolife | 3 | 1.280000 | 665.400000 | -11.600000 | -1.710000 | 677.000001 |
| ASSA ABLOY B | 4 | -0.770000 | 981.200000 | -11.800000 | -1.190000 | 993.000000 |
| OX2 | 12 | -1.260000 | 895.200000 | -13.800000 | -1.520000 | 909.000000 |
| AcadeMedia | 20 | -0.660000 | 963.600000 | -14.400000 | -1.470000 | 978.000000 |
| Eastnine | 6 | -2.190000 | 642.000000 | -15.000000 | -2.280000 | 657.000000 |
| BioGaia B | 8 | 1.000000 | 888.800000 | -15.200000 | -1.680000 | 904.000000 |
| Gränges | 10 | 0.490000 | 1023.000000 | -16.000000 | -1.540000 | 1039.000000 |
| Bufab | 3 | 0.000000 | 1059.600000 | -16.400000 | -1.520000 | 1076.000001 |
| INVISIO | 15 | 0.000000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Latour B | 4 | -1.460000 | 835.600000 | -20.400000 | -2.380000 | 856.000000 |
| Vitec Software Group B | 2 | -1.990000 | 1083.000000 | -21.000000 | -1.900000 | 1104.000000 |
| Investor B | 3 | -0.420000 | 634.950000 | -23.050000 | -3.500000 | 657.999999 |
| SKF B | 5 | 0.400000 | 952.250000 | -27.750000 | -2.830000 | 980.000000 |
| Sandvik | 4 | 0.150000 | 819.600000 | -28.400000 | -3.350000 | 848.000000 |
| Addnode Group B | 7 | -1.260000 | 876.400000 | -28.600000 | -3.160000 | 904.999998 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Hoist Finance | 36 | 0.740000 | 979.200000 | -31.800000 | -3.150000 | 1010.999988 |
| Alimak Group | 12 | 0.250000 | 974.400000 | -32.600000 | -3.240000 | 1007.000004 |
| Sagax B | 4 | -1.840000 | 852.000000 | -33.000000 | -3.730000 | 885.000000 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Hexatronic Group | 15 | -1.350000 | 1030.500000 | -40.500000 | -3.780000 | 1071.000000 |
| Byggmax Group | 33 | -1.130000 | 925.320000 | -41.680000 | -4.310000 | 966.999990 |
| EQT | 4 | -2.310000 | 829.600000 | -43.400000 | -4.970000 | 873.000000 |
| Orrön Energy | 170 | -2.810000 | 1996.650000 | -49.350000 | -2.410000 | 2045.999980 |
| Catena | 2 | 0.000000 | 756.400000 | -49.600000 | -6.150000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| Hexagon B | 26 | -0.920000 | 3352.700000 | -67.300000 | -1.970000 | 3420.000012 |
| HEXPOL B | 8 | -5.520000 | 889.600000 | -67.400000 | -7.040000 | 957.000000 |
| VEF | 788 | -1.040000 | 1793.490000 | -109.510000 | -5.750000 | 1903.000300 |
| Sedana Medical | 93 | 0.800000 | 2585.400000 | -398.180000 | -13.350000 | 2983.577733 |
| TOTAL | 43616.760000 | -1258.820000 | -6.53953% | 44875.578016 |
Updated:¶
'2023-06-21 13:04:16.449000'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
